How do I create a filter in deals?

Find out how you can filter your deals in HubSpot

You can filter by any deal property you want in order to easily view, access, and report on deals.

To create a filter, select the pipeline you want to filer by, or switch to the list view to choose all pipeline.

Screenshot 2021-01-15 at 09.04.23

Then you can easily filter by:

  • Deal owner
  • Create date
  • Last activity date

Otherwise you can select More Filters, and select the properties yo wish to filter by. If you want to save the filter to use again, simply click Save Filter and give it a name. 

Screenshot 2021-01-15 at 09.03.08

Saved filters can be found in the dropdown next to the pipeline option.

For more detailed information please see this article.